1. Service Software Product Ordering System (SSPOS)

2. How to Access the System How to create an order (the order process)
Topics Covered
What the System is
How to Access the System
How to create an order (the order process)
How to search for an order
How to manage your subscription list
Review subscription history
Review Dealer Position
Review and/or change the quantity in an order
Delete subscriptions

3. Service Software Product Ordering System
The management of
SIS DVD, Cat ET disks, and Second-Level Dealer Packages is completed through the
Service Software Product Ordering System
SSPOS

4. Accountability SSPOS enables the Dealer Admin the opportunity to:
Simplify subscription management
Assume ordering capability
Perform maintenance of dealer position codes
Enable dealers to manage SIS DVD & Cat ET media from one centralized website

5. Accessing the SSPOS 2 Ways to Access:
*Use the same log on credentials on both websites
1) Direct  Go through the SSPOS URL:
2) Indirect  go through a link in the MOOS website:

6. Logging Into the System
Username & Password Required
Users must be registered in the Media Online Ordering System (MOOS) before access to the SSPOS system can be granted
If NOT already registered, please submit a registration form through the MOOS website using the Registration link

7. Forgot Password?
An auto-generated with your username and password will be sent

8. Indirect  Going through MOOS
1) Log into
2) Use the link on the homepage titled “Click HERE to Order”

9. Direct  Logging into SSPOS
1) Log into

10. Order Process
Caterpillar: Confidential Yellow

11. Order Process Select Disc Type and Media Add to Shopping Cart
Verify Shipping Info / Cart Contents
Submit Order (Check Out)
Receive Confirmation (# and )
Check Order Status
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order (Check Out)
Receive Confirmation #
Check Order Status

12. Select Disc Type Select Disc Type Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

13. Select Media Add to cart – one line at a time Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

14. Available edits: Quantity (more or less), Remove, Check Out
Shopping Cart
Available edits: Quantity (more or less), Remove, Check Out
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

15. Submit Order (Check Out) Verify Shipping Information
Dealer Position (deliver to) must be created or selected to continue
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

16. Shipping Information Complete – Edit – Continue
Select Subscriptions
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

17. Shipping Options United States
UPS: Ground, Next Day Air, 2nd Day Air, 3 Day Select
Get Ship Charge after making carrier and shipping method choices
International
UPS: Worldwide Express, Worldwide Expedited, Worldwide Saver
DHL: Worldwide Express, Worldwide Expedited, Worldwide Saver
Select Subscriptions
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

18. Tax Terms & Conditions
Please review the tax terms and conditions below and select the 'I accept' button. You must accept these terms and conditions before continuing with your order.

19. Order Summary Verify – Modify – Submit
Please note:
Be sure to make any changes at this point. Once an order is submitted, the order cannot be changed or cancelled.
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

20. Order Summary - continued Verify – Modify – Submit
Please note:
Be sure to make any changes at this point. Once an order is submitted, the order cannot be changed or cancelled.
Enter additional addresses for someone else to receive a confirmation of the order.
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

21. Shipping Selection Examples
International
United States

22. Order Summary
Shipping costs for initial orders are the responsibility of the Dealer.
Payment Method:
Purchase Order, Visa or Mastercard

23. Credit Card Information
The credit card will not be charged until the item actually ships.

24. PO Number Information
Reference field used to track shipping costs. This number will be listed on your bi-monthly bill from Midland for shipping charges.
The number can be anything, including Dealer internal Purchase Order information.

25. Third Party Account Setup
It is the Dealer’s responsibility to make sure that this information is correct.
If it is incorrect, the system will automatically charge you through Midland.
ALL orders with a United States address must ship using UPS, even if you have an account with a different carrier.

26. Third Party Account Selection
You must choose the YES button on the Shipping Options page.
Then you may select the Account you have already set up on the site.

27. Order Confirmation Confirmation email follows on next page
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

28. Email Confirmation of Order

29. Order Search & Details
Caterpillar: Confidential Yellow

30. Order Search Select Disc Type Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

31. Order Search Results Selecting order number provides more detail
Status Listings:
Pending
In Process
Shipped
Selecting order number provides more detail
Select Disc Type
Add to Shopping Cart
Verify Shipping Info & Contents
Submit Order
Receive Confirmation #
Check Order Status

32. No Order Changes Allowed
Order Details
Orders are processed at the end of each business day
No Order Changes Allowed

33. Order Details Updated with Shipping & Tracking Information

34. Dealer Position
Caterpillar: Confidential Yellow

35. Create or Edit Dealer Position
Dealer position – unique short-hand for a specific address/attention combination
Caterpillar: Confidential Yellow

36. Create Dealer Position – cont.
Upon choosing your Dealer, a unique Dealer Position automatically populates. The Dealer Position cannot be manually changed or entered. This is a protected field – non editable.
Caterpillar: Confidential Yellow

37. Manage Subscription
Caterpillar: Confidential Yellow

38. Manage Subscription

39. Manage Subscription

40. Requirements: A CWS ID and prior registration on the MOOS site
User Management
-SIS Administrators are automatically set up with access.
-Users can add additional users who meet the requirements listed to the left.
Requirements: A CWS ID and prior registration on the MOOS site

41. HELP Page
HELP page contains links to PDF documents for step-by-step instructions on the functions available on the site.

42. Contact Us
Category selection determines recipient of the “Contact Us” information

43. Contact Us For Non-Serivce Software Media Questions,
For SIS/Cat ET Product/Subscription Assistance,
For Technical/Site Issues,

44. Action ….. Where to go
Add/allow another person to order discs/subscriptions
My Account –> Manage User
Change quantity on subscription
My Account –> Manage Subscription
Create Unique, Deliver To Mailing Address
My Account -> Dealer Position
Determine which Software to order
Service Software Product Search
Obtain Help, Make Comments
Contact Us
Remove access to the site for a user
My Account –>Manage User
Review and modify order before submission
Shopping Cart
Review status of order
Order Search
Select and Order software / discs
Stop a subscription – don’t renew
View Current Subscription
My Account -> Manage Subscription

45. Terminology Active / Inactive Position Code Dealer Position Disc Type
Active - on the subscription list, receiving updates
Inactive - on the subscription list but not currently receiving updates (on pause)
Dealer Position
Shortened version of the entire ‘deliver to’ address that is tied to both orders & subscriptions
Disc Type
A type (topic) of disc the user is looking for (e.g. a CD or DVD containing different types of service software)
Mail Code
Numeric code for Media Number – unique for distribution supplier used by Caterpillar
Main Dealer
Main Store dealer code assigned by Caterpillar. Acts as a ‘parent’ for dealer branches, TEPS, AMDs, etc.
Media Number
Used by dealers to order media (e.g. JEBD3003)
Order Number
Assigned by the system after order is placed
Pending
In Process
Shipped
Pending – An order has been placed on the website, but the order has not yet been sent through to the Supplier for fulfillment
In process – An order has been sent to the Supplier for fulfillment but has not yet been shipped
Shipped – An order has a tracking number and actual shipped date
Subscription
Media item that is periodically updated with new information and sent out at regular intervals throughout the year (similar concept to a magazine subscription).
Subscription list
List of all possible subscription items (media with periodic updates) and their associated Dealer Positions (address information) for a given dealer
Software order
Original request for a media item. Disk is sent on-demand. If the media item is also a Subscription, then it will be placed automatically on the Subscription List. You must “remove” the subscription from the Subscription List if you do NOT wish to receive updates (decline renewal subscription).
User Type
(User) Branch – place order, check on orders, set up dealer position